Integrations · Documents & files
Playbooks read, client pages updated, databases filled from the channel. The wiki stops going stale.
Reading and reporting from day one. Actions that change something wait for your yes on that job.
Fictional clients. Real shape of the work.
No integration project. A minute, and the AI teammate is working.
Pick the tool from the list, or ask the AI teammate to connect it.
With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.
The AI teammate gets to work and reports back. Change or remove the connection any time.
Only the pages the connected account shares with it, and a client's Notion connected to that client's room is visible only there.
Yes, in your structure, for review first.
Your AI teammate files, finds and reads client documents.
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Your AI teammate drafts and updates documents in your format.
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Your AI teammate reads, updates and builds client sheets.
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In your client's channel, under your brand.
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We take on a few firms at a time and set each AI teammate up with the firm that owns it.
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